Spdr S&p 500 Etf shares owned by Perennial Investment Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Perennial Investment Advisors
from 13F filings
Historical chart of Perennial Investment Advisors investment in Spdr S&p 500 Etf
Tip: Access up to 7 years of quarterly data
All positions including Spdr S&p 500 Etf held by Perennial Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Spdr S&p 500 Etf by Perennial Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $19M | 28k | 666.19 |
| 2025-06-30 | $17M | 28k | 617.87 |
| 2025-03-31 | $15M | 27k | 559.42 |
| 2024-12-31 | $14M | 24k | 586.09 |
| 2024-09-30 | $13M | 22k | 573.79 |
| 2024-06-30 | $11M | 21k | 544.18 |
| 2024-03-31 | $9.3M | 18k | 523.06 |
| 2023-09-30 | $7.0M | 16k | 427.51 |
| 2023-06-30 | $7.0M | 16k | 443.27 |
| 2023-03-31 | $5.9M | 14k | 409.42 |
| 2022-12-31 | $5.4M | 14k | 382.45 |
| 2022-09-30 | $4.0M | 11k | 357.18 |
| 2022-06-30 | $5.1M | 13k | 378.27 |
| 2022-03-31 | $5.5M | 12k | 452.05 |
| 2021-12-31 | $2.3M | 4.8k | 474.81 |
| 2021-09-30 | $1.4M | 3.2k | 429.48 |
| 2021-06-30 | $1.3M | 3.1k | 428.16 |
| 2021-03-31 | $1.3M | 3.3k | 396.25 |
| 2020-12-31 | $1.3M | 3.5k | 373.80 |
| 2020-09-30 | $1.2M | 3.5k | 335.16 |
| 2020-06-30 | $1.1M | 3.4k | 308.34 |
| 2020-03-31 | $1.8M | 6.8k | 257.92 |
| 2019-12-31 | $1.1M | 3.3k | 322.18 |
More positions owned by Perennial Investment Advisors
View all positions for Perennial Investment Advisors